Hirtle, Callaghan & Co.

With the demographic cliff looming, private colleges are under increasing pressure. Join us for a webcast with Moody's and John Griffith to illuminate findings from its recent report on challenges in higher education. Our webcast – July 11th at 2 pm ET - will quantify the threats to private colleges and offer strategies to guard against them. Register here: https://lnkd.in/gASqJmZD Feel free to share this invitation with your school’s leadership team, board, and other relevant stakeholders. #highered #moodys #endowments  

“How do I choose the right trustee?” This is a question we often hear from families – and there is no one-size-fits-all answer. In Kiplinger, Director Denise McClain, JD, CPA offers invaluable insights to help grantors make an informed decision based on their unique circumstances and sensitivities. A trustee should be someone who you trust, but there is a continuum from family members to professional corporate options, each with pros and cons.   https://lnkd.in/eYzEKRFv   #estateplanning #planning #wealthmanagement #investing #investmentoffice #trustee  

We’re starting them early! Take Your Child to Work Day was a big hit at Hirtle Callaghan. The next generation of HCers joined us for a day at our headquarters to learn firsthand about the investment business. They had fun while getting real-world experience and seeing what their parents do all day. While for some the highlight was the great lunch (and desserts), it was a worthwhile day all around.

Is the market overvalued? Executive Chairman Jonathan Hirtle commented on BNN Bloomberg that equities may look expensive, but valuations are backed by fundamental earnings strength. He made the case to Host Jon Erlichman that defensive growth names look especially attractive today for their stability and profitability relative to the pricier Mag 7.   Watch the full interview: https://lnkd.in/eGmBAr_n   #markets #investing #OCIO #Growth #Invetsmentoffice

So proud to see Jamie Eisner, our General Counsel, featured in Vanguard Law Magazine. Jamie talks about how his background and experience led him to Hirtle Callaghan where he is making a difference on a daily basis, “I enjoy being a business driver who can help nonprofits with important missions and philanthropic families achieve the best possible outcomes.”   To read the full feature, check out: https://lnkd.in/gv-pdYeg   #ocio #riskmanagement #legal #investmentoffice #missiondriven

Why be optimistic for 2024? Executive Chairman Jonathan Hirtle joined BNN Bloomberg to discuss reasons to be positive on the equity markets, defensive growth stocks and the long-lasting impact of new technologies. Watch the full interview with Jon Erlichman : https://lnkd.in/gWkSN22b   #markets #investing #OCIO  

How do you increase the odds of achieving investment success? Listen to Jonathan Hirtle discuss his thoughts with Meb Faber on his popular investing podcast The Meb Faber Show. As the pioneer of the OCIO model, he shares the origins of the idea and the genesis for starting Hirtle Callaghan over three decades ago and walks us through lessons learned from investing over the past 35+ years.  Check it out at https://lnkd.in/gmBqVpHq or on Apple Podcasts https://lnkd.in/gdJqpwGy